Institutional Ownership Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH). We have compiled data on the 3,792 institutions that hold shares in the stock, with a total of 737 Million shares, which have been reported (via 13F filing form) to have a value of $236 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
3,584
shares
|
$1.15 Million
0.15% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,568
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
3,565
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2025
Added 35.65%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
3,565
shares
|
$1.14 Million
0.46% of portfolio
|
Q3 2025
Reduced 10.52%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
3,545
shares
|
$1.14 Million
0.17% of portfolio
|
Q3 2025
Reduced 62.88%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
3,544
shares
|
$1.14 Million
0.69% of portfolio
|
Q3 2025
Added 17.51%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
3,540
shares
|
$1.13 Million
0.62% of portfolio
|
Q1 2023
Reduced 0.2%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
3,537
shares
|
$1.13 Million
0.2% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
3,536
shares
|
$1.13 Million
0.52% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
3,516
shares
|
$1.13 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
3,509
shares
|
$1.12 Million
0.16% of portfolio
|
Q3 2025
Reduced 10.58%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
3,501
shares
|
$1.12 Million
0.29% of portfolio
|
Q3 2025
Added 14.6%
|
|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
3,501
shares
|
$1.12 Million
1.1% of portfolio
|
Q3 2025
Added 45.75%
|
|
|
Scott Investment Partners LLP
|
Nov 01, 2023 Q3 2023 |
3,500
shares
|
$1.12 Million
4.06% of portfolio
|
Q4 2020
New holding
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 06, 2025 Q3 2025 |
3,500
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2025 Q3 2025 |
3,500
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
3,496
shares
|
$1.12 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
3,494
shares
|
$1.12 Million
0.59% of portfolio
|
Q3 2025
Added 64.97%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
3,487
shares
|
$1.12 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
3,481
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2025
Added 21.84%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
3,481
shares
|
$1.12 Million
0.87% of portfolio
|
Q3 2025
Added 40.87%
|
|
|
Easterly Investment Partners LLC
|
Nov 12, 2025 Q3 2025 |
3,479
shares
|
$1.12 Million
0.08% of portfolio
|
Q3 2025
Reduced 49.12%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
3,478
shares
|
$1.11 Million
0.18% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2026 Q4 2025 |
3,475
shares
|
$1.11 Million
0.37% of portfolio
|
Q4 2025
Added 2.96%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,474
shares
|
$1.11 Million
0.4% of portfolio
|
Q2 2025
Reduced 26.18%
|
|